-90.6%
UEIC vs VT
+223.7%
-314.3%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +4.3% |
| 7D | +18.7% | +0.4% | +18.3% | +18.5% |
| 30D | +10.1% | -2.6% | +12.7% | +13.3% |
| 3M | +30.4% | -3.2% | +33.6% | +34.7% |
| 6M | +44.4% | +0.9% | +43.4% | +42.4% |
| YTD | +71.9% | +11.3% | +60.6% | +52.6% |
| 1Y | +73.4% | +14.0% | +59.4% | +50.0% |
| 3Y | -26.7% | +75.8% | -102.6% | -58.6% |
| 5Y | -83.6% | +57.8% | -141.4% | -89.7% |
| 10Y | -90.6% | +219.8% | -310.4% | -97.3% |
| All | -90.6% | +223.7% | -314.3% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling